Cathie Wood’s Ark Invest added to positions in Nvidia, Block, and Nu Holdings amid AI sector strength and growth momentum.
Ark Invest increased holdings in Nvidia, Block, and Nu Holdings on Monday, extending existing positions in all three stocks. The moves reflect confidence in AI-driven growth and fintech expansion amid a broader market rally in 2025.
Nvidia, the sole company with a market cap exceeding $5 trillion, has seen revenue surge 85% in its fiscal first quarter. Despite supply chain constraints and trade restrictions, its AI and data center chip dominance remains unchallenged, though smaller competitors have outperformed it over the past year.
Block and Nu Holdings, both fintech players, have benefited from digital payments growth. Ark’s additions signal continued optimism in high-growth sectors despite recent market volatility.